How to Use the Transaction Overview
On the transaction overview, you can see the status of each signing, as well as details such as the date of the request, the signing type, and how many credits were used on the signing. If you click on a specific signing, a pop-up will show all the registered information and data about the specific signing.
The Transaction Overview aims to be your tool to follow your transactions from start to finish. As well as assisting your beneficiaries if there are any problems. You can change mails, names, signing methods, follow through the activity log, troubleshoot, retrieve your documents, resend the documents to the recipients and much more.
Status - Aims to be your best friend in the overview. It gives you a quick overview of where your transaction is in the process. This can be sorted so you can quickly check all the transactions that are not finished yet. You can read more about transaction status in this article
Reference number - Added when you submit transactions, this can later be used to quickly and efficiently look up the reference. You can use the search field here for this purpose.
Recipient - Here you can search for your recipients. You can search for one person at a time, so be aware of this when viewing transactions with more than one person on.
Date sent - If you want to sort by a specific date, this can be done from the date sent.
Template - If you have several departments using different templates, it can be really useful to sort by which template you have used for sending.
Credits - Here you can see the total cost in credits for the transaction. Note that credits are deducted continuously throughout the transaction, for example first for distribution, then signing.
Add/edit columns to your overview
You can both add and remove columns from your overview. The columns can help you sort all your transactions, as well as remove the columns that may be redundant for you.
- Click on the gear icon in the bottom right corner of the Transaction overview.
- Put a checkmark next to the columns you want to see in your Signing overview.
Note! It is here you can choose the Transaction ID, which is used when you contact the Addo support.
Download the Transaction Overview Data
You have the option to select the period for which transactions should be displayed.
When you open the overview, by default, transactions from 30 days ago will be displayed. The date period can be used to find older transactions, and you can download a CSV file with all the data, this can help you sort, calculate credit usage etc. You can read more about what the CSV extract can be used for in this article.
- Start by selecting the period you want to pull data from.
- Then press "Download CSV" - You will now download the excel file.
In addition to the information displayed in the signing overview, each signing can be opened for more information. When you select a transaction in the overview, a pop-up will show all the registered information and data about the specific signing.
If a transaction has started, you have the option to either: copy the transaction, cancel the transaction, send a new notification to the signer, download all the documents and add a new signer.
However, if the transaction is Completed, you will have the options to: resend signed document, download all documents and copy the transaction.
Here's an example of a started transaction:
If a transaction has multiple signers, each signer will be displayed in separate boxes at the top of the pop-up. The selected signers will be marked by a green box and it will be the details and information regarding this specific signer, which will be available under the six tabs; Details, Recipients of copy, Documents, Activity log, Comments, Credits reserved/used.
- Marked signer
- Unmarked signer
Here you will find details about the individual signing and its signers. Below you will find information about the expiry date, signing method, recipient details, etc.
- When the transaction was created
- When it expires
- Which template has been used
- Signature method
- Name of sender
- E-mail and number of the recipient of the transaction
Under Documents, you can see which documents must be signed, and the attachment attached to the signing. Click on a document to open it in a new tab.
- Click a single document to download it separately
- Forwards all documents to all signatories
- Retrieves all documents in a ZIP folder
Here you can see an overview of all recorded events related to the transaction.
When was the transaction sent, when was it opened, did the person access the documents and/or sign and if there were errors in the distribution. The event log will be your best tool if, for unknown reasons, an error occurs with your transaction. You will also be able to track all actions and prove this should it be necessary.
When you send a transaction, you have the option to add a reference, this could be an employment account, using the person's name, an employee number or similar. In the reference number field you have the option to search for this verbatim.
*Note - If you cannot see the transaction, it is typically because the date period needs to be extended.